R
CRD: 119798
Redwood Financial Advisors, INC
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-1997
- Office Locations
- 1
Office Locations
165 N. Redwood Dr. #170 SAN Rafael CA
About Redwood Financial Advisors, INC
Redwood Financial Advisors, Inc. is a San Rafael, CA-based registered investment adviser serving retail clients, including entrepreneurs, with retirement-focused financial planning. The firm supports tax planning and related resources, estate and charitable planning, insurance and risk management, and portfolio construction/asset allocation, with an ETF-centric approach in managed accounts.
Team overview
63 AVG AGE
$15.0M AVG AUM / ADVISOR
$789.5K AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT LOUIS MARGETIC
President
- CRD
- #1706020
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing